How does the advisor help clients – Key Takeaways:
BRIDGEWORTH WEALTH MANAGEMENT is a well-established wealth management firm that offers a range of financial services to help clients achieve their financial goals. They have a team of experienced advisors who provide personalized and comprehensive financial planning and investment management services to individuals, families, and businesses.
- BRIDGEWORTH WEALTH MANAGEMENT takes a holistic and client-centric approach to financial planning, considering each client’s unique needs, goals, and risk tolerance.
- The firm utilizes cutting-edge technology and resources to develop and implement customized financial plans for their clients.
- BRIDGEWORTH WEALTH MANAGEMENT also offers ongoing support and monitoring to ensure their clients’ financial plans stay on track and adapt to any changes in their lives.
Facts and Insights
BRIDGEWORTH WEALTH MANAGEMENT was founded in 1999 and has been in business for over 20 years. The firm is based in Birmingham, Alabama, and has additional offices in Atlanta, Georgia, and Austin, Texas.
According to the Securities and Exchange Commission (SEC), as of December 2020, BRIDGEWORTH WEALTH MANAGEMENT has approximately $3.2 billion in assets under management (AUM) and employs over 30 advisors to serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) (December 2020) | Number of Advisors | Time in Business |
|---|---|---|
| $3.2 billion | 30+ | Over 20 years |
Financial Services Offered
BRIDGEWORTH WEALTH MANAGEMENT offers a range of financial services to help clients with various aspects of their financial lives. These services include:
- Personalized financial planning
- Investment management
- Tax planning and preparation
- Estate planning and wealth transfer
- Retirement planning
- Risk management and insurance planning
- Business succession planning
- Education planning
Client Types
BRIDGEWORTH WEALTH MANAGEMENT serves a diverse group of clients, including individuals, families, and businesses. Their services are tailored to meet the specific needs of each client, whether they are looking for comprehensive financial planning or investment management only.
Fees & Compensation
BRIDGEWORTH WEALTH MANAGEMENT charges a fee for their financial planning and investment management services. The fees are based on a percentage of AUM and are typically negotiable depending on the complexity of the client’s financial situation.
The firm may also receive commissions or other compensation from third parties for recommending and facilitating the purchase or sale of specific products or services to clients.
Background
The founding partners of BRIDGEWORTH WEALTH MANAGEMENT, John Matson and Tim O’Neal, have extensive experience in the financial services industry. Both partners are Certified Financial Planners (CFP®) and have a combined experience of over 50 years in the industry.
In addition to their experienced team of advisors, the firm also has a support staff of professionals with backgrounds in financial planning, investment management, taxation, and other related fields.
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, BRIDGEWORTH WEALTH MANAGEMENT is required to disclose any potential conflicts of interest to their clients. These disclosures can be found in their Form ADV, Part 2. Some potential conflicts of interest may include receiving commissions for the sale of certain products or receiving incentives from third-party providers.
The firm is also required to disclose any disciplinary actions or regulatory sanctions taken against them or their advisors.